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Cboe Global Markets
CBOE

Name Holding Trade Value Shares
Change 		Change in
Stake
PA
551
Parallel Advisors
California
$620K +$112K +449 +22%
SC
552
Syon Capital
California
$613K +$135K +544 +29%
CFO
553
Callan Family Office
Pennsylvania
$610K +$112K +449 +23%
AI
554
Arvest Investments
Arkansas
$609K -$6.47K -26 -1%
MSWA
555
Marshall & Sterling Wealth Advisors
New York
$608K +$5.72K +23 +1%
WPC
556
Wedmont Private Capital
Pennsylvania
$603K -$25.6K -103 -4%
JSL
557
JT Stratford LLC
Georgia
$597K -$84.1K -338 -12%
PTC
558
Private Trust Company
Ohio
$591K +$14.9K +60 +3%
BP
559
Ballentine Partners
Massachusetts
$582K +$292K +1,175 +103%
NW
560
NewEdge Wealth
Pennsylvania
$578K +$286K +1,148 +99%
FTC
561
Farmers Trust Company
Ohio
$570K -$3.98K -16 -0.7%
SCM
562
Stevens Capital Management
Pennsylvania
$559K -$221K -890 -29%
WC
563
Westerkirk Capital
$552K +$24.9K +100 +5%
SCM
564
SKBA Capital Management
California
$549K -$2.49K -10 -0.5%
RCAG
565
Rehmann Capital Advisory Group
Michigan
$549K +$51.7K +208 +11%
BAAM
566
Baker Avenue Asset Management
California
$542K +$15.9K +64 +3%
JIC
567
Johnson Investment Counsel
Ohio
$541K +$16.2K +65 +3%
HCA
568
Harbor Capital Advisors
Illinois
$541K -$746 -3 -0.1%
MCA
569
Martin Capital Advisors
Texas
$540K +$33.6K +135 +7%
CCM
570
Coldstream Capital Management
Washington
$540K +$59.4K +239 +13%
MC
571
Moors & Cabot
Massachusetts
$537K -$58.2K -234 -10%
QCG
572
Quadrant Capital Group
Ohio
$537K -$37.6K -151 -7%
LSA
573
Leonteq Securities AG
Switzerland
$534K -$146K -586 -22%
ST
574
Somerset Trust
Pennsylvania
$528K – – –
CCMG
575
Connecticut Capital Management Group
Connecticut
$527K +$523K +2,101 New
21 22
23
24 25